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| Agriculture: Crops & Grains

Russian wheat exports rise 3.5% to 49 million tonnes in 2025/26

Russia exported 49 million tonnes of wheat in the 2025/26 agricultural year, according to Russian Grain Union monitoring reported by Finmarket. Shipments increased by 3.5% from 47.4 million tonnes in the previous season.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Food & Beverages

France recalls Actibio golden flaxseed over hydrocyanic acid risk

Actibio has recalled French-origin golden flaxseed sold in bulk after tests found hydrocyanic acid above permitted limits. The recall covers products marketed across France between April 7 and July 10, 2026, in 5 kg and 25 kg bags supplied to wholesalers and specialist stores.

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Isabella Romano
Lead Food & Beverage Analyst
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| Agriculture: Crops & Grains

Dutch processing potato prices jump from €2 to €15 per 100 kg amid drought

The upper price for freely traded processing potatoes in the Netherlands rose from €2 to €15 per 100 kg in one week as drought and heat weakened crop prospects. The main harvest from late August will determine whether the increase affects European processors and retail prices for fries and frozen products.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

Study: El Niño could drive grain oversupply in Latin America

A study cited by Globo Rural finds that El Niño could produce a grain oversupply in Latin America. Data from earlier El Niño episodes show Brazilian harvests running above their five-year trend, framing the phenomenon as a forward-looking supply risk for global markets.

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Ana Lucia Fernandes
Senior Agricultural Commodities Analyst
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| Agriculture: Crops & Grains

SovEcon cuts Russia’s 2026 wheat harvest forecast to 88.3 million tonnes

SovEcon lowered its forecast for Russia’s 2026 wheat harvest by 600,000 tonnes to 88.3 million tonnes, citing weaker prospects in southern regions and reduced spring wheat sowing. Higher barley and corn projections left the total grain and pulse forecast broadly stable at 135.3 million tonnes.

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Martin Keller
Senior Agricultural Commodities Analyst
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| Metals & Mining

Japan revisits 1973 soybean shock as China restricts rare-earth exports

China’s rare-earth export restrictions are reviving Japanese interest in the supply-diversification strategy developed after the 1973 soybean shock. Rare-earth production outside China has risen to about one-third of global supply, giving Japan a broader but still limited base of alternative suppliers.

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Chen Wei
Metals & Mining Analyst
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| Agriculture: Crops & Grains

Low-priced onion imports push Spanish growers to destroy crops

Spanish onion growers are destroying or abandoning crops after farmgate prices fell below harvesting and production costs. Imports rose nearly 18% between January and April 2026, with Peru and Chile accounting for much of the additional volume.

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Martin Keller
Senior Agricultural Commodities Analyst
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